TD Cowen Analyzes Shifting Freight Market Trends

TD Cowen Analyzes Shifting Freight Market Trends

TD Cowen expert Jason Seidl shared insights on the freight market at the SMC3 JumpStart 2025 conference, covering the current economic situation, tariff impacts, AI applications, nearshoring trends, and the LTL/TL market outlook. He emphasized the importance for businesses to monitor market dynamics, embrace new technologies, optimize supply chains, and adopt rational pricing strategies to address challenges and seize opportunities. Companies need to stay informed and proactive in this evolving landscape.

01/20/2026 Logistics Industry Insights
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LTL Freight Sector Rebounds As Rates Climb

LTL Freight Sector Rebounds As Rates Climb

The LTL freight market is experiencing a recovery with continuously rising rates and significantly improved profitability. Shippers should proactively respond to market changes by optimizing their supply chains, selecting suitable carriers, and adopting technology to reduce costs and improve efficiency. The digital transformation of the LTL freight market is accelerating, with service differentiation and green logistics becoming key trends. Shippers need to adapt to these changes to maintain competitiveness and control transportation expenses.

01/20/2026 Logistics Industry Insights
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US Port Labor Talks Resume Amid Automation Dispute

US Port Labor Talks Resume Amid Automation Dispute

The International Longshoremen's Association (ILA) and the United States Maritime Alliance (USMX) have resumed negotiations to avert a potential port strike on January 15th. Automation remains a central point of contention in the talks. Failure to reach an agreement could significantly disrupt global supply chains, impacting trade and potentially leading to economic consequences. The outcome of these labor negotiations is crucial for maintaining the stability and efficiency of port operations across the United States.

01/21/2026 Logistics
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US Service Sector Shrinks Stoking Economic Worries

US Service Sector Shrinks Stoking Economic Worries

The US Services PMI unexpectedly contracted in May, ending a ten-month growth streak. A sharp drop in new orders highlighted weakening demand and declining confidence. Increased industry divergence was observed, with experts warning of uncertainty due to trade tariffs. Businesses should closely monitor the market, optimize supply chains, improve efficiency, and strengthen risk management. Actively seeking policy support is also crucial for navigating the challenges and opportunities ahead and ensuring sustainable development.

01/19/2026 Logistics Industry Insights
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Diesel Prices Fall Easing Costs for Logistics Sector

Diesel Prices Fall Easing Costs for Logistics Sector

The average diesel price in the United States continues to decline, offering cost relief to the logistics industry. Analysis indicates that diesel prices are influenced by multiple factors, including crude oil prices, supply and demand dynamics, and geopolitical events, suggesting a potentially volatile future. Logistics companies should proactively manage fuel price fluctuations by optimizing transportation routes, adopting energy-saving technologies, and gradually investing in new energy vehicles to mitigate risks and enhance sustainability.

01/19/2026 Logistics
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Malaysian Durian Export Costs to China Rise by Sea and Air

Malaysian Durian Export Costs to China Rise by Sea and Air

This article provides an in-depth analysis of sea and air freight costs for transporting Malaysian durian to China. It details key factors influencing these costs, including volumetric weight, destination, seasonality, supply and demand dynamics, and exchange rate fluctuations. Furthermore, the article outlines other relevant expenses such as customs clearance fees, inspection and quarantine fees, and warehousing costs. This comprehensive cost reference assists importers in selecting the most cost-effective transportation solution.

01/26/2026 Logistics
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Uschina Trade Eases Boosting Crossborder Ecommerce

Uschina Trade Eases Boosting Crossborder Ecommerce

Easing US-China trade relations, with the US suspending Section 301 investigations against China for a year, presents opportunities for cross-border e-commerce. Businesses should seize this window, diversify their strategies, optimize supply chains, and refine operations. Leveraging cross-border e-commerce ERP systems is crucial for improving management and navigating future market uncertainties. This period allows companies to strengthen their positions and prepare for potential challenges in the evolving global trade landscape.

01/26/2026 Logistics Industry Insights
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South Chinas Mingda Yunda Excels in Crossborder Ecommerce

South Chinas Mingda Yunda Excels in Crossborder Ecommerce

This paper analyzes the operational model, service capabilities, and reliability of Shenzhen Mingda Yunda International Logistics Co., Ltd. The company specializes in cross-border e-commerce logistics, providing full-chain, digitalized, and compliant solutions, particularly excelling in the European, American, and Southeast Asian markets. While its domestic sourcing capabilities need improvement, its timeliness, customs clearance proficiency, and customer reputation make it a reliable choice for cross-border e-commerce sellers in South China.

01/07/2026 Logistics
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China Boosts Crossborder Ecommerce with New Policies

China Boosts Crossborder Ecommerce with New Policies

China's Ministry of Commerce is intensifying efforts to stabilize foreign trade by boosting cross-border e-commerce, expanding demonstration zones, introducing supportive policies, and fostering market players. As a major foreign trade province, Shenzhen should seize this opportunity, leverage its geographical advantages, improve its industrial chain, strengthen policy innovation, cultivate talent, and support the export of competitive products. This will enable Shenzhen to make a greater contribution to stabilizing and growing national foreign trade.

01/16/2026 Logistics Industry Insights
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Titanium Mobile Boosts Chinese Firms Global Expansion Digitally

Titanium Mobile Boosts Chinese Firms Global Expansion Digitally

Titan Technology is a leading digital service provider for global enterprise growth. Through its full-chain "Cloud + Intelligence" solutions, it offers Chinese companies one-stop digital growth operation tools and services, helping them successfully expand into overseas markets. Its SaaS management tools, business intelligence, and AI technologies help companies optimize advertising, improve operational efficiency, and reduce operating costs. To date, Titan Technology has assisted over 80,000 Chinese companies in achieving successful overseas expansion.

01/21/2026 Logistics Industry Insights
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